Latest Tower Wealth Partners, Inc. Stock Portfolio

$180Million– No. of Holdings #87

Tower Wealth Partners, Inc. Performance:

2026 Q1: -0.52%YTD: -0.52%2025: 10.93%

Performance for 2026 Q1 is -0.52%, and YTD is -0.52%, and 2025 is 10.93%.

About Tower Wealth Partners, Inc. and 13F Hedge Fund Stock Holdings

Tower Wealth Partners, Inc. is a hedge fund based in Lewisburg, PA. On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tower Wealth Partners, Inc. reported an equity portfolio of $180.9 Millions as of 31 Mar, 2026.

The top stock holdings of Tower Wealth Partners, Inc. are DIAL, BIL, CDC. The fund has invested 10.9% of it's portfolio in COLUMBIA ETF TR I and 10.7% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off META PLATFORMS INC (META), CROWDSTRIKE HLDGS INC (CRWD) and EXPEDIA GROUP INC (EXPE) stocks. They significantly reduced their stock positions in MERCK & CO INC (MRK), AMERICAN EXPRESS CO (AXP) and AMAZON COM INC (AMZN). Tower Wealth Partners, Inc. opened new stock positions in MEDTRONIC PLC (MDT), ELI LILLY & CO (LLY) and TECHNIPFMC PLC (FTI). The fund showed a lot of confidence in some stocks as they added substantially to PUTNAM ETF TRUST (PFUT), MICROSOFT CORP (MSFT) and ALPHABET INC (GOOG).

Tower Wealth Partners, Inc. Equity Portfolio Value

Last Reported on: 08 May, 2026

Tower Wealth Partners, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Tower Wealth Partners, Inc. made a return of -0.52% in the last quarter. In trailing 12 months, it's portfolio return was 13.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
medtronic plc	338,802
eli lilly & co	327,438
technipfmc plc	298,849
totalenergies se	286,314
agnico eagle mines ltd	251,289
sterling infrastructure inc	241,104
us foods hldg corp	239,377
alcoa corp	224,195

New stocks bought by Tower Wealth Partners, Inc.

Additions

Ticker	% Inc.
putnam etf trust	162
microsoft corp	25.27
alphabet inc	24.89
chevron corporation	19.01
amgen inc	13.07
walmart inc	9.66
taiwan semiconductor manufac	9.07
novartis ag	8.52

Additions to existing portfolio by Tower Wealth Partners, Inc.

Reductions

Ticker	% Reduced
merck & co inc	-33.62
american express co	-32.64
amazon com inc	-31.68
spdr series trust	-29.93
victory portfolios ii	-22.82
caterpillar inc	-21.55
international business machs	-10.76
visa inc	-10.46

Tower Wealth Partners, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
robinhood mkts inc	-251,874
ares management corporation	-214,160
reddit inc	-263,201
expedia group inc	-319,290
oracle corp	-205,045
automatic data processing in	-255,172
accenture plc ireland	-238,519
crowdstrike hldgs inc	-388,602

Tower Wealth Partners, Inc. got rid off the above stocks

Sector Distribution

Tower Wealth Partners, Inc. has about 76% of it's holdings in Others sector.

Others
Healthcare
Technology
Energy
Consumer Cyclical
Financial Services
Consumer Defensive
Utilities
Industrials
Communication Services

Sector	%
Others	76
Healthcare	7.9
Technology	4.3
Energy	2.5
Consumer Cyclical	2.1
Financial Services	2
Consumer Defensive	1.4
Utilities	1.3
Industrials	1.2
Communication Services	1.2

Market Cap. Distribution

Tower Wealth Partners, Inc. has about 17.7% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
SMALL-CAP
LARGE-CAP

Category	%
UNALLOCATED	76
MEGA-CAP	12.2
SMALL-CAP	6.2
LARGE-CAP	5.5

Stocks belong to which Index?

About 22.9% of the stocks held by Tower Wealth Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	77.1
S&P 500	16.6
RUSSELL 2000	6.3

Top 5 Winners (%)		%
GLW	corning inc	54.9 %
XOM	exxon mobil corp	40.8 %
CVX	chevron corporation	32.0 %
ASML	asml hldg nv	23.2 %
VZ	verizon communications inc	23.0 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	0.7 M
CDC	victory portfolios ii	0.5 M
IJR	ishares tr	0.3 M
CVX	chevron corporation	0.2 M
GLW	corning inc	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-21.6 %
PLTR	palantir technologies inc	-17.5 %
IBM	international business machs	-17.2 %
AXP	american express co	-15.3 %
V	visa inc	-13.1 %

Top 5 Losers ($)		$
BIL	spdr series trust	-1.7 M
DIAL	columbia etf tr i	-0.9 M
MSFT	microsoft corp	-0.4 M
AAPL	apple inc	-0.2 M
AFLG	first tr exchng traded fd vi	-0.2 M

Tower Wealth Partners, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tower Wealth Partners, Inc.

Tower Wealth Partners, Inc. has 87 stocks in it's portfolio. About 71.5% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Tower Wealth Partners, Inc. last quarter.

Last Reported on: 08 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.12	3,380	224,195	new

AAPL	apple inc	1.60	11,402	2,893,830	added	1.36

ABBV	abbvie inc	0.19	1,593	346,462	added	0.06

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AEM	agnico eagle mines ltd	0.14	1,238	251,289	new

AEMB	american centy etf tr	0.91	14,927	1,648,990	reduced	-0.57

AFK	vaneck etf trust	0.26	3,578	476,554	added	0.53

AFLG	first tr exchng traded fd vi	6.71	359,485	12,139,800	added	1.5

ALTS	proshares tr	0.80	16,670	1,440,460	added	0.25

AMGN	amgen inc	0.24	1,254	441,220	added	13.07

AMLX	amplify etf tr	6.19	249,595	11,194,300	added	1.37

AMZN	amazon com inc	0.43	3,767	784,553	reduced	-31.68

APD	air products and chemicals i	0.11	692	201,019	new

APH	amphenol corp	0.32	4,599	581,084	added	8.24

APP	applovin corp	0.00	0.00	0.00	sold off	-100

ARES	ares management corporation	0.00	0.00	0.00	sold off	-100

ASML	asml hldg nv	0.14	197	260,204	reduced	-1.99

AVGO	broadcom inc	0.28	1,654	511,930	added	1.91

AXP	american express co	0.27	1,612	487,598	reduced	-32.64